The Trouble With Tesla's Arrested Development
CNBC filed a scathing report this week detailing serious problems at the Tesla Motors (TSLA US) GA4 tent, a supposedly temporary solution set up in...
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Global Equity Strategy: Overweight Cyclicals
Our positive outlook on global equities (both the MSCI ACWI and ACWI ex-US) remains intact and we believe a “buy the dip” strategy is warranted. We...
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Tesla--The Struggle to Stay Afloat in 2019
Profit Warning for Q4 2018 and Q1 2019: Two Fridays ago, Elon Musk warned that Q4 profits came in lower than Q3's, despite an 8% QoQ rise in...
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China Meidong (1268 HK): Standout Story in Gloomy Auto Dealership Sector; Luxury Brands Outperform
China Meidong Auto (1268 HK) has been on a rollercoaster ride in 2018. The stock price of Meidong started 2018 around 2.7 HKD and recently has been...
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Tesla--SEC Sues Musk for Fraud and Wants Him Removed as CEO; This Emboldens Class-Action Suits
The SEC has filed a lawsuit against Tesla's CEO, Elon Musk, for fraud over his having tweeted on August 7th that he planned to take Tesla private...
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